Christine Messmer, PC offers financial planning and investment advisory services to individuals and small business owners. Financial planning covers cash management, risk management, investment management, retirement, tax, and estate planning. Investment recommendations generally include traditional securities. Most investment assets are managed on a non-discretionary basis, meaning clients must approve recommendations before they are implemented.
Assets Under Management$240M
Clients206
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$240M
Fee Structure
Christine Messmer, PC offers investment advisory services as part of its financial planning. Most investment assets are managed on a non-discretionary basis, meaning you must approve recommendations before they are implemented.
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